Focus

Listening and establishing trust is essential to helping clients navigate to, through and beyond retirement. I utilize a process that leverages strategies, technology and professional specialists to develop your plan, meet to review progress and adjust as necessary in preparation for planned and unplanned critical financial events in your life.

 

As a Wells Fargo Advisors client, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products. Additionally, I collaborate with clients’ other advisors to implement a plan and strategy that helps them focus on where they are headed and feel confident in where they stand in relation to their goals and intentions.

 

Background and Experience

Prior to joining Wells Fargo Advisors, I was a Financial Advisor at Banc of America Investment, Inc., where I specialized working with like-minded Business Owners, Senior Level Executives, and Professionals who appreciated a plan and process to comfortably continue their lifestyle in retirement and minimize liabilities during wealth transfer.

 

Education

I earned my bachelor’s degree in Communications from California State University, Fresno. I earned the Certified Private Wealth Advisor designation, an advanced professional certification for advisors who address the sophisticated needs of high-net-worth clients.

 

Away from the office

Along with my wife and three daughters, I reside in Carlsbad, CA. I enjoy exercising, golf, wine and spending time with my family.



California Insurance License: 0762066
Resident State: CA